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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,759 | $73,978-23.3% | $96,515-41.2% | $75,173-24.5% |
| Participation rate | 41.4% | 66.4%-25.0pp | 74.3%-33.0pp | 67.2%-25.8pp |
| Annual return | 15.93% | 26.72%-10.8pp | 35.73%-19.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,123 | $2,931-61.7% | $3,740-70.0% | $2,671-58.0% |
| Participant deferral / active EE | $1,836 | $3,660-49.9% | $4,880-62.4% | $4,126-55.5% |
| Admin fee / account holder | $2,706 | $5,219-48.1% | $6,735-59.8% | $5,651-52.1% |